College Planning
Help your clients take the worry out of saving for college with news and analysis on student debt, 529 plans and other tax-efficient savings vehicles as well as the colleges and college majors that deliver the most value.
Latest Greece Downgrade Brings Country in Line With Belarus
By John SullivanComparison to Cold War stalwart does little to reassure foreign investors.
May 03, 2011
Treasury’s Geithner Gives Congress More Time on Debt LimitIn a letter to congressional leaders, Geithner said Monday that he can delay a default on the debt until Aug. 2, by using a series of bookkeeping maneuvers to keep the government running.
May 03, 2011
Power an Issue for Japan: Moody’sDisruptions in its power supply and the potential for government assistance for Japan’s Fukushima power plant operator, coupled with uncertainty surrounding the cost, could translate to additional problems for the fiscal health of the country, said Moody’s Investors Service on Tuesday.
May 03, 2011
Greece Says No to Restructuring DebtA year and a day ago, Greece received a bailout from the EU and the IMF, and since that time the cost of borrowing money has risen steadily for Athens, with the yields on 10-year bonds standing currently at 15.5%—almost 12% higher than the yield on equivalent German Bunds.
May 01, 2011
The Fruits of PassionThe success of every advisory firm depends on each employee being just as passionate about their job, their firm, and their co-workers as the owner/advisor is.
May 01, 2011
How to help clients cope with the national debtDon't confuse the debt with the deficit. The deficit is the measure of what comes in versus what goes out on an annual basis.
May 01, 2011
When was the last time you had a thorough financial review?We have a review every three years to make sure we're still where we want to be. And whenever we have some sort of major change, we will go and meet with him.
April 30, 2011
How to help clients cope with the national debtDon't confuse the debt with the deficit. The deficit is the measure of what comes in versus what goes out on an annual basis.